Data Visualization with Tableau

Agenda Create the LIMS view Connect Tableau to the view Design the visualization Publish visualization to the Tableau web server Determine the URL for the visualization Setup user access to the visualization within Core End user functionality in LIMS 10/25/2017 Confidential

Why Tableau? Tableau is a functionally rich data visualization package that enables an analyst to design interactive reports that many users can share A competitive alternative to Spotfire, especially for data that does not require structures to be rendered within visualizations For an external tool evaluation see: http://apandre.wordpress.com/tools/comparison/ Tableau is ranked highest for data integration and visual OLAP(online analytical processing)… 10/25/2017 Confidential

Architecture Tableau Thick Client (where visualization is designed) Core LIMS Server Core LIMS Database Tableau Server (Visualizations are published and managed) Core LIMS Web Clients (where db view is created and visualization is viewed) 10/25/2017 Confidential

Define a Report Format You can define a report format either from a query or from using the Create Report Format menu The data fields you select here will be available for visualization For better performance do not select many unneeded columns You can create report formats for any entity type or for sample/lots/assay data 10/25/2017 Confidential

Report Formats Automatically Store Views The report format automatically creates a view that is stored in your Core schema Note: This is a database view NOT a materialized view 10/25/2017 Confidential

Tableau Client Easily Connects to the View You can also join your view with other tables/views to access data you can’t get from a single report format Tableau will help you write the Join SQL statement You could also build visualizations from other data sources and display them in the LIMS Select the view name from the report format record you made Tip: You can click on the View data icon to peek at the table 10/25/2017 Confidential Peek

Design Your Data Visualization Dimensions are data fields that are categorical (string) Measures are data fields that are continuous (numeric) Dimensions and Measures can be dragged and dropped into the main work area to create plots, filters, etc. 10/25/2017 Confidential

Create a Scatter Plot Drag and drop fields to plot into the column and row shelves You may need to specify that the field should be treated as a dimension directly (and not as an aggregate measure like count or average) 10/25/2017 Confidential

Adjust Update Settings If your dataset is large, you may not want to re-run the database query every time you change the visualization Toggle off the auto updates if it slows down your work You can turn the auto update back on or run an update manually whenever you need it 10/25/2017 Confidential

Add Colors and Labels Drag and drop fields to color by or add to labels in mouseover tool tips 10/25/2017 Confidential

Add Filters Drag and drop fields to filter by into the filter shelf You can choose how filters are displayed (range sliders, checkboxes, pulldowns, textboxes, etc,) You can set multiple filters Filters do not have to be fields that are plotted If you want to allow end users to use filters, toggle on Show Quick Filter If you want to link filters across multiple plots, make them global 10/25/2017 Confidential

Create Histogram You can plots aggregate values of measures (like average, sum, and count) as well as the measures directly You can also bin values for histograms Create each plot on a separate worksheet 10/25/2017 Confidential

Create Dashboard You can combine plots on a single dashboard Drag and drop worksheets into dashboard and rearrange plots and filters as desired 10/25/2017 Confidential

Publish Visualization When the all your plots are designed, publish the workbook to the Tableau server Select the plots you want Change authentication to Embedded password so they don’t need to enter Oracle password Click Publish when done 10/25/2017 Confidential

Find Design on Tableau Server From the success window, click on hyperlink to open published visualization in browser window 10/25/2017 Confidential

Find Design on Tableau Server Scroll down to the page that you want to integrate into the LIMS You can see the analysis name you need if you mouse over the title 10/25/2017 Confidential

Find Design on Tableau Server You can also find the analysis name in the URL if you open the visualization you want The analysis name is the last 2 items in the URL path – they should be the name you entered when publishing and the name of the worksheet in the workbook you designed 10/25/2017 Confidential

Utility to Create URL Currently this is a stand alone utility Enter the analysis name you got from the Tableau server and any other settings Click on the Encode button to get a URL you can paste into the LIMS 10/25/2017 Confidential

Create Menu Item or Function in LIMS A function will display visualization from a hyperlink on a record Create a new menu item from the Main Admin Panel to display visualization from a selectable menu 10/25/2017 Confidential

Create New Menu or Function Assign a database name that explains what visualization does Label is what is displayed in the menu Paste URL generated from utility Give a category to help find menu in a list of items 10/25/2017 Confidential

Add Menu or Function To Application You can add a menu under an existing entity type or you can create a new super type to add a separate menu bar for all visualizations Select Navigation on the Entity Type you want to add a menu or function to in the LIMS 10/25/2017 Confidential

Add Menu or Function To Application Add the new visualizations to the entity type to display them 10/25/2017 Confidential

End Users Can Access Visualization from Menu 10/25/2017 Confidential

Also Access Visualizations from Hyperlinks You can also add a function with Tableau URL to common record pages 10/25/2017 Confidential

Visualizations Are Interactive Users can change filter settings Mouseover tool tips are interactive 10/25/2017 Confidential

Users Can Make Selections Highlight points or bars or legends to select data 10/25/2017 Confidential

Users Can View Underlying Data Hover over axis to get View Data Icon Data opens in new window 10/25/2017 Confidential

Users Can Save Changes Save different personal views and reapply them later 10/25/2017 Confidential

Users Can Share Views With Colleagues Share exact personal views by sending e-mails to colleagues 10/25/2017 Confidential

Users Can Download Selected Columns Can export selections as a text file and paste list of barcodes into List Functions page to get reports with structures 10/25/2017 Confidential

Users Can Have Zoom Controls …But you need to give zoom to the worksheet before you publish it 10/25/2017 Confidential

Conclusion Highly functional graphical interface can easily be integrated into LIMS framework Interactive visualizations enable scientists to more quickly drill down to key data for decision-making 10/25/2017 Confidential